Color Gradients of Components through Classification

Classification in Solibri Model Checker (SMC) allows you to colorize components based on their classification names.  In the previous article, Creating Classifications in SMC, we provided you a detailed guide to create your own classification that included a small section on colorization of classifications.  In the article Using Advanced Classification in ITO, we further developed a workflow where classifications were used in Information Takeoff.

In this article, we will guide you through the steps to create a classification that colorizes components using a green-to-red gradient based on the lowest-to-highest value of a property.  This provides aid for further understanding property information visually in the 3D view and in your Information Takeoff definitions.

We will work with a plumbing model from the Arboleda Open BIM Project created through Vectorworks, which is publicly available on the Vectorworks website:

http://www.vectorworks.net/bim/projects/135

The color coding is based on the Nominal Size of pipes within the model. You can download the files used in this article from the following ink:

Pipe_Color_by_Nominal_Diameter.zip

Open SMC, and from the File layout, open the Arboleda_Bldg-Plumb_optimized.zip IFC file in SMC.

Select a pipe in the model. In the Info view, under Pset_PipeSegmentTypeCommon, you’ll find a NominalDiameter property.  This length value is what will be used to colorize components in the view using a classification.

Click the Information Takeoff layout and in the Information Takeoff view, click the  New Information Takeoff button to create a new Information Takeoff definition.

Enter a name for the ITO, add Pipe and Pipe Fittings to the component list, and click OK.

In the ITO that is created, add a new column.  Select Pset_PipeSegmentTypeCommon for the Property Set Name. Select NominalDiameter as the property.  Set the Format to Length and mark the Grouping checkbox to group components by this value.  Click OK.

Click Takeoff All.  You’ll see the different NominalDiameter length values for all the pipes in the model. Notice the range is between 20mm and 100mm.

Open the Classification view by clicking the  Add View button in the top-right of SMC and selecting  Classification.  In the Classification view, click the  Add Classification button.  Browse to the Gradient.classification included in the link at the top of this article.

Notice that there are 10 classification names listed that are ordered 01-10 in the Default Classification Names table. Each has a color transitioning from green to red respective to its number. This provides a gradient to colorize components based on a property value.

Enter a new name for the classification:

Add Pipe and Pipe Fitting to the component list:

Since pipe fittings do not have a Nominal Diameter, we won’t be able to color code them using that value.  However, we still wish to show these in the view to understand the runs of pipes without missing segments.  For this reason, we add Pipe Fittings to the list.

To set the color of the fittings double-click the cell in the color common and select a color.  In this case, we use grey as it won’t distract from the pipe colors.

Click the Classification Rules tab and notice the Property for Gradient column. This will be the column that we set to the property we wish to base our gradient on.

Double click the column header to edit it.  Select Pset_PipeSegmentTypeCommon as the property set name.  Select Nominal Diameter as the property name, and select Length for the format of this property.

Recall that our Nominal Value range is from 20mm to 100mm. You should use this range to figure out the increments in numeric constraints so the components with the lower values are colored green (01), transitioning to yellow (05) at the median values, and the highest values are red (10). For simplicity, we will use increments of 10mm for each color starting at 0. However, since the range is 20-80, you could have more precise coloring by starting at 20mm and using increments of 8mm to reach 100mm in 10 increments.

Click the  Add Row button. In the new row created, double-click in the Pset_PipSegmentTypeCommon cell to edit the Numeric Constraints.  For the lower constraint set the operator to greater than > and enter 0 mm for the value.  For the higher constraint, set the operator to less than < and set the value to 10mm.

Click the  Add Row button again.  The row will be duplicated below.  This time edit the numeric constraints by setting operator to greater than or equal ≥ and set the value to 10mm. For the lower constraint, set the operator to less than < and set the value to 20mm.

Repeat this process 7 more times setting the Numeric Constraints in increments of 10mm until you get to the 10th row. For this row, set the lower constraint to greater than or equal ≥ and to 90 mm. For the higher numeric constraint, remove the operator and value and click OK.

Set the classification names from 01 to 10 corresponding with the increment rows.

Lastly, we still need to classify pipe fittings. Click the  Add Row button and set the Component to Pipe Fittings. Double-click in the Pset_PipeSegmentTypeCommon.NominalDiameter cell and click the Remove button to remove the constraint. Click OK in the Edit Numeric Constraints window.

Set the Classification Name for this Pipe Fittings row to Pipe Fittings and click OK.

Select the classification you created in the Classification view and the 3D view will be updated to display pipes color-coded using a gradient of green-to-red based on their sizes.  You can see below it is much easier to determine the differences in their sizes visually.

This classification can also be used in the ITO definition we previously created.  Select the Information Takeoff layout and in the Information Takeoff View, add a column to the existing takeoff. Set the column type to Classification and set the classification to the classification you created. Click OK.

In the Information Takeoff view, double-click the right-most column header labeled Color. Set the Value by Column to the classification column you just added. This will colorize components based on the same colorization of the classification names. Click OK.

Click Takeoff All. You’ll see the pipes colorized from green-to-red based on their NominalDiameter property along with the values in the Information Takeoff view.

In the Information Takeoff view, double-click the Pipe Color by Nominal Diameter column header to edit the column.  Set the Editable checkbox and click OK.

You can now edit the values in the Information Takeoff view for this column to override the classification of components, which will then change the coloring of components in the 3D view. Below, we’ve changed the classification of 20mm pipe to 01. This makes it easier to differentiate the 20mm pipe from the 25mm pipe in the 3D view.

There are many other possible applications for creating gradient colors of components. Other applications could be to show variations in beam and column weights or to show the differences in airflow along ductworks as it branches off along the path from the air handling unit to the terminals.

 

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Color Gradients of Components through Classification

Forward and Backward Relations in SMC

In Solibri Model Checker (SMC), relationships exist between components and are reflected as “Relations”.  These are similar to properties and are grouped into folders within the Relations tab of the Info view. These relationships can be termed ‘forward, backward, or forward and backward’. We’ll explain what this means to you, as an SMC user.

In the previous article, Using the Decomposes Relation Property, we used the example of a stair to explain the forward and backward Decomposes relation between the stair assembly and the stair runs, landings, and railings that make up that assembly.

In this article, we’ll focus on some other relations and explain their forward and backward direction.

For more information on relations within SMC, please see the help topic:

SMC Help – Relations

The Containment Relation

As the name suggests, the containment relation is present when one component contains another component.  For example, a Building component contains Floors, Floors contain components such as Spaces, and Spaces contain other components.

Looking at the structure of the sample model (SMC Buildng.smc) that comes with SMC, you see that the Ground floor contains a space Men[104].  That space contains two Sanitary Terminal components, which are a toilet and a sink.

If you select the Men[104] space, in the Relations tab of the Info view, you’ll see the containment relation for the space.

Notice there are arrow icons in front of the listed relations that denote the direction of the relation.  A forward direction is denoted by the  forward (pointing to the right) icon, and a backward direction is denoted by the backward (pointing to the left) icon.  Since the Space is a sub-element of the Ground floor, this containment relation has a backward direction, and since the Space contains the sanitary terminals, these containment relations have a forward direction. Essentially, as you get more granular, you have forward relations, and as you refer to those elements ‘upstream’ you are expressing backward relations.

If you select the ground floor, it will have a  forward containment relation to the Mens[104] space.

So logically, if Component A has a forward relation of some relation type to Component B, then Component B has a  backward relation of that same relation type to Component A. The result is a hierarchy of the related model components.

Relations are used in the rule Comparison Between Property Values [SOL/171], by selecting “Related Component” in the Components to Compare drop-down.

In the example of this rule below, the parameters are specified to check that there is at least 1 toilet on each floor.  Since we are checking floors, Floor is set in the Components to Check table.  We are using the Containment relation, so Related Component is selected in the Components to Compare dropdown, Containment is set as the type, and the Forward direction is selected.  The Follow Relation Chain checkbox is marked because there isn’t a direct containment relation to the floor and the Toilets. Instead, a floor contains the space and the space contains the toilet.  Lastly, since we are looking for at least 1 toilet on each floor, components classified as Toilet Seat is listed in the Components to compare using a count quantifier greater than or equal to the target value 1.

The only result returned is for the Roof floor which logically doesn’t require a toilet.  This floor could be ignored in the Components to Check table in the rule parameters or the result can simply be approved.

Doors, Openings, Walls and the Void/Filling relation

Rather than a direct containment relation, doors, and walls have a Filling and Void relationship to an opening component respectively.

If you select a door in a model, you’ll find that it has a  forward Filling relation to an opening component, since the door “fills” the opening.  However, there is no direct relation listed between the door and the wall.

If you double-click the opening listed in the Info view it will become selected. You’ll see the    backward Filling relation to the door and also a  forward Void relation to the wall.

Since there are two different relation types, a single Comparison Between Property Values [SOL/171] rule cannot be used to compare walls to doors.  Instead, a gatekeeper rule can be used to return the opening of a wall, which passes those openings to a sub-rule to check the door that fills the opening.

We’ll use a simple check to ensure that 1-hr fire rated walls have 1-hr fire rated doors. This example can be found here:

Fire Rating – Relations.smc

The file consists of 4 walls that have doors attached:

Below you can see which walls and doors have a 1-hr rating as those without a rating are hidden.  Only the third wall from the left is a 1-hr fire rated wall that doesn’t have a 1-hr fire rated door:

After running a check, only that wall/opening is listed as a result:

To create the ruleset, the “Gatekeeper: Openings in 1-hr Walls” has the following parameters filled in to return as results any openings that do not have a forward void relationship to a wall with a 1-hr fire rating:

Since only openings that fill 1-hr fire rated walls pass this check, “Check only passed components” is marked for this gatekeeper rule in the Ruleset Manager.

Those openings are passed to the sub-rule “1-hr Components must fill Openings.”  This rule checks that those openings have a backward filling relation to a door that has a 1-hr fire rating.  Notice this is a backward relation since the door fills the opening.

The result is any opening that creates a void in a 1-hr wall that does not have a 1-hr door filling that opening.

Decomposes Relation in Information Takeoff (ITO)

Relations can be used in ITO to group components by their related component.  In the example below, there are beam assemblies that group multiple beams.  The total lengths of these grouped beams are listed for each assembly along with their counts. For example assembly with id 185923 has 7 beams that have a total length of 192′- 3 7/8″.

The Decomposes relation is used for components such as stairs, beam assemblies, and curtain walls that are can be made up of differing components. For example, stairs can be made up stair runs, landings, and railings.  Beam assemblies can be made up of multiple beams. Curtain walls can be made up of panels (windows) mullions (members), and doors. These examples are a subset of commonly found components that can be assemblies with a Decomposes relation.

To create this ITO we create a new ITO Definition to report only Assembly components.

Right-click on the Type column and select New Column to group and report assemblies by their Building Authoring Tool (BAT) ID.

As we don’t wish to report the Type, this column is edited by right-clicking the column and selecting Edit.  We select Relation as the Column type, Decomposes as the relation, Forward as the direction, and Grouping to group the beams to find their total length.

Right-click the Count column, and select new column to create a column that reports the total length of the beams in each assembly.  Select Quantity for column type, Length for the Quantity, leave grouping unmarked and Sum for the Function.

This example can be found through the link below:

Decomposes – ITO.smc

 

 

Forward and Backward Relations in SMC

Spaces and Void information – Using Information Takeoff

In an earlier article Using Advanced Classification in ITO we described how you can set up Information Takeoff (ITO) Definitions to report information on spaces. Namely, we looked at the function of the space as defined by the OmniClass classification system.  This allows you to visually select and isolate spaces based on their category of use or function, as well as report their total area and counts for that type of space.  For example, you could check the takeoff to verify that there are enough office spaces and area for those spaces on the first floor:

Total area and count of office spaces
Total area and count of office spaces

You can also zoom to a location in the model, and using the selection box tool, select those spaces from the takeoff.

Using the selection box to select spaces from ITO
Using the selection box to select spaces from ITO

With only those spaces selected, by clicking Takeoff Selected, only those spaces have their total area and count reported.  For example, below we ran a takeoff selected on only the office spaces in the pharmacy area.

Pharmacy Office Spaces
Pharmacy Office Spaces

Any property of the space can be reported in the ITO.  For example, instead of using the OmniClass category, you could create your own area plans to group spaces of a certain type.  Below is a circulation space group from an area plan in Revit along with its reported area.

Circulation space grouping from an area plan
Circulation space grouping from an area plan

You can also select to isolate the spaces that are grouped by that space grouping or area.

Individual spaces that make up the circulation area
Individual spaces that make up the circulation area

In addition to spaces, ITO also provides a powerful ability to report information about openings that exist in other components.  When you draw an opening or shaft in your BIM authoring tool, it creates a void that is automatically exported to an opening component in IFC.  This gives SMC the ability to query useful dimensional information regarding these openings.

Below is a simple mockup of a construction site that has openings.

Openings in a floor/slab
Openings in a floor/slab

By running a takeoff on these openings and slabs, you can visualize where they are, along with the floor they reside on and their area.  Below we’ve isolated the opening and slabs on level 7.

Openings on Level 7
Openings on Level 7

As the ITO is sorted by the area of the opening, we can easily find the smaller openings that pose a risk of tripping stepping into or objects falling through that would require covers or netting as opposed to openings that would require guardrail. Below, these openings are isolated and marked up using the cloud tool.

Smaller openings that require covers
Smaller openings that require covers

In summary, ITO provides a powerful reporting tool for not just physical components, but the spatial components (modelled or voids) within your model as well.

Spaces and Void information – Using Information Takeoff

Combining the Power of ITO with a Model Comparison Check

In addition to using the Model Comparison Ruleset to compare model versions, this article defines the steps to create an Information Takeoff (ITO) that displays the changes in Quantities in the ITO table format. This allows for easy review of any changes in the model quantities, in real-time.

A model recreating the screenshots and model conditions in this article is available here: SMC Building – ITO Model Comparision.smc

For tutorial information about using the ITO tool, please see our previous article on the topic:  Understanding Information Takeoff (ITO)

In Solibri Model Checker, with two different IFC versions of the same model loaded, create an ITO sorting the model by Components. ITO sorts elements within the model by the values of their properties of the left most columns.
Now, create an ITO column for the “Model” property of the “Identification” column type and ensure that “Grouping” is checked.  By doing this, ITO will create an individual row for each type of component in each model.  In other words, one type of component will be listed twice: one row representing the component(s) in Model A, and a second row representing the component(s) in Model B.

ISSUE_15_TT_04_01

Next, decide which quantities are relevant for the comparison.  In this example, we have added columns for length, width, height, area, volume, and count.  For each column, ensure that “Grouping” is turned OFF, and the function is set to “SUM”.  This means that ITO will not use these columns as a sorted grouping mechanism and that the quantity displayed in the column will be a sum for the components.

ISSUE_15_TT_04_02

The resulting ITO will resemble the results below.  Each Component type is listed on two rows, representing the components and their quantities from each of the respective two model versions.

ISSUE_15_TT_04_03

Please use the example model to explore the screenshots from this article, and to experiment with the settings in ITO.

 

Combining the Power of ITO with a Model Comparison Check

Saving Viewpoints in ITO

Information Takeoff (ITO) quickly and easily builds a view of the information within your Building Information Model (BIM). It presents a 3D view complete with isolated & color coded 3D components, along with a schedule/spreadsheet of information within the ITO view.

More information on ITO can be found here: Understanding Information Takeoff

In this article, we will look at how to save multiple views of components based on their floor, type, and count information. The example SMC file can be found here:

SMC Building – Components By Floor.smc

Initially, we create a “Component” ITO definition that reports all components in the model with the exception of openings and spaces:

Components ITO
Components ITO

We’ve added a left-most Floor column to the ITO in order to group components by floor:

Component ITO Populated
Component ITO Populated

You can see the components are color coded by their Type in the 3D view, and Floor, Component, Type, and Count information is reported in the ITO view.

In the ITO view, by selecting only the rows that correspond to components on the Ground Floor, those components are then isolated in the 3D View:

Ground Floor Components
Ground Floor Components

We wish to save views like this for each floor in the model.

A simple method is to create presentation slides of the 3D view after selecting rows in the ITO view.  To do this, click Communication > Click to Add New Presentation.  With the New radio option selected in the New Presentation, click OK.

Creating a presentation of components by floor
Creating a presentation of components by floor

An Issue Details window automatically generates the first slide.  We provide “00 – Ground Floor Components” as its title.

Presentation Slide of Ground Floor components
Presentation Slide of Ground Floor components

We repeat the process of selecting the rows based on floor and creating slides in the presentation view to create a presentation of components based on their floors:

Presentation of Components by Floor
Presentation of Components by Floor

Isolating in the 3D view may be all you are looking for; however, you’ll see as you click between slides, the selected rows aren’t updated in the ITO view.

If you wish to isolate the components in both the 3D view as well as the ITO view, it is simply a matter of creating multiple ITO definitions based on their floors.

To do this, click the Settings Edit Information Takeoff Definition button in the Information Takeoff view.

In the Components filter parameter table, we add a filter to only report the components that are on the Ground floor.

Filtering Components by Floor
Filtering Components by Floor

Now when we click Takeoff All, only ground floor components are displayed in the 3D and ITO views.

In the ITO view, click the Save_As Save As button, and save this ITO as “00 – Ground Floor Components.ito” somewhere on your computer.  This step is required as we will modify this same ITO definition by switching out the floor in the filter to save time over creating a new ITO Definition altogether.

After saving, click the Settings Edit Information Takeoff Definition button in the Information Takeoff view, and repeat the steps of setting the floor in the “Value” column of the Components filter parameter table.  Be sure to rename the ITO and click Save_As Save As with a corresponding floor name.

Once finished, only a Roof Components ITO Definition is listed in the dropdown.

Roof Components ITO

Click the  Open Open Information Takeoff Definition button, and open the ITO definitions you saved:

Open ITO Definition
Open ITO Definition

Initially, the rows in the ITO View are blank.  For each ITO Definition listed in the drop down, select each and click TakeOff All.  After doing so, when you then select between the ITO Definitions in the dropdown, both the 3D View and ITO View will be updated according to that specific ITO Definition.

Furthermore, you’ll only need to do this once, and when you save to an SMC file, when you later open the file and select between ITO Definitions, the behavior is the same.

 

 

 

Saving Viewpoints in ITO

ITO Report Templates

In a previous article, Coordination Report Templates, we explored how to create your own custom coordination report templates.  Similar functionality exists for Information Takeoff (ITO) reports, allowing a user to create an Excel template to organize and format ITO information of a corresponding ITO Definition. Reporting, which was only briefly mentioned in the article Understanding Information Takeoff (ITO), is the focus of the article below.  You can follow along using the SMC Building.smc model that comes with Solibri Model Checker (SMC).

Upon opening the SMC Building.smc model and selecting the ITO layout, you’ll find a takeoff of the Building Element Quantities ITO definition in the Information Takeoff View.

Information Takeoff View
Information Takeoff View

Click the Report ITO Report button to open the Report Information Takeoff dialog.

Report Information Takeoff Dialog
Report Information Takeoff Dialog

This dialog provides the options of either exporting a Plain Excel Report or an Excel Template Report. With the Plain Excel Report option marked, click the Save Report button and save an XLSX file. Once saved, excel will automatically open the exported report as below:

Plain Excel ITO Report
Plain Excel ITO Report

The result is similarly formatted to what is viewed in the Information Takeoff view of SMC.

Close the Excel file, and click the Report ITO Report button again in the Information Takeoff view.

This time, mark the Excel Template Report. The Template drop-down menu is now enabled allowing you to browse to or edit an existing template or you can create an entirely new template by clicking the Create Default Button.

ITO Report templates already exist for the out-of-the-box ITO definitions that reside in the Information Takeoff folder of the program, which is why the Building Element Quantities.xls template was found and is already listed in the drop-down menu.  With this template selected, click the Save Report button and save an XLSX file.  Again, Excel will automatically open the exported report as below:

Excel Template ITO Report
Excel Template ITO Report

You can see the same information from the Information Takeoff Window is now reported with some additional information at the top of the report along with visually appealing formatting.

Close the Excel file, and click the Report ITO Report button again in the Information Takeoff view.

With the Building Element Quantities.xls template selected, click the Edit option.  Excel will open the XLS template for editing:

Building Element Quantities.xls ITO Excel Report Template
Building Element Quantities.xls ITO Excel Report Template

The screenshot above is the resulting template opened in Excel with an additional color coding of the different types of keywords. Similar to Coordination Report Templates, in order to populate the report with specific information from SMC, keywords (e.g. <FILE_NAME>) are used in a Microsoft Excel template file.  When you view one of these templates, you can easily see the keywords as they are capitalized and surrounded by “<” and “>” characters.    As with coordination templates, ITO Report templates can include multiple keywords in a single cell along with other descriptive text.

General keywords provide general information about the report such as the title, user information, a company logo, etc.  As this information pertains to a single entity, namely the report, these are the only keywords that can span multiple rows within the template.  It is important to understand that the other three types of keywords relate to multiple entities. Your model can contain multiple IFC files, multiple rulesets, and multiple components with takeoff information.  Therefore, these types of keywords must be contained within a single row amongst themselves. When a report is being written, SMC will iterate through those multiple entities creating rows one after another populating the keywords with information.

The Model keywords row should be below the rows of General keywords.  Model keywords provide information about the IFC models that are open in SMC.

Below the line of Model keywords is the <EXPECTED_RULE_SETS> keyword, which is populated by ruleset tasks.

Click the Classification_Settings Edit Information Takeoff Definition button in the Information Takeoff view.

Tasks within the Information Takeoff Definition Dialog
Tasks within the Information Takeoff Definition Dialog

You’ll find “Check and go through results of ‘BIM Validation.cset’” listed as a task for this ITO Definition.  This is a Ruleset task that was added to warn the user that this check should be run and any results reviewed before running the Takeoff to ensure the reported information is accurate.

If you do not complete this task when attempting to run the takeoff, a pop-up window appears:

BIM Validation.cset Ruleset Task in the Tasks Pop-up Window
BIM Validation.cset Ruleset Task in the Tasks Pop-up Window

The <EXPECTED_RULE_SETS> keyword will report all rulesets associated with a ruleset task that haven’t been loaded, checked, have unhandled results, or rejected issues.

The lowest row contains Column Name keywords that correspond to the Names of the columns from the Information Takeoff Definition.  As they correspond to the column names, they can be anything; however, they must match exactly and reside on a single row, as SMC will iterate through each row mapping the value in each cell of the corresponding column from the takeoff in SMC to the report.

The following is a listing of keywords that can be used in ITO Report Templates along with their description and where these can be edited:

GENERAL KEYWORDS
KEYWORD DESCRIPTION WHERE TO EDIT
<PNG_IMAGE> Your company logo or an image inserted as a picture In the Microsoft Excel Worksheet template, insert the PNG image anywhere in the sheet, and it will appear in the cell that contains.
<CURRENT_TIME> The current date/time on your computer when the report is generated
<REPORT_TITLE> The title of the report In the Information Takeoff view, click the Report button to open the Report Information Takeoff dialog and set the Report Title.
<USER_NAME> Your user name as currently set in SMC In the File layout, click Settings > General and set your User > Name.
<USER_POSITION> Your user position as currently set in SMC In the File layout, click Settings > General and set your User > Position.
<USER_ORGANIZATION> Your user organization as currently set in SMC In the File layout, click Settings > General and set your User > Organization.
<FILE_NAME> The file name of the SMC file you currently have open In the File layout, click Save Model As… and set the File Name of the SMC file.
<SMC_VERSION> The version of SMC you are using (e.g. 9.6)
<EMPTY> Use this tag to designate a cell as being empty. In the Microsoft Excel Worksheet template, insert this tag as a reference for where a cell should remain empty.
MODEL KEYWORDS
KEYWORD DESCRIPTION WHERE TO EDIT
<MODEL_DISCIPLINE> The discipline (e.g. Architectural, Structural, Building Services, etc.) of a model as set in SMC Right-click the model in the Model Tree view and select Set Discipline..
<MODEL_SHORT_NAME> The short name (e.g. A, B, C, ARCH, STRUCT, MEP, etc.) of a model as set in SMC Right-click the model in the Model Tree view and select Set Short Name.
<MODEL_NAME> The filename of a model
<MODEL_TIME> The timestamp of a model
<MODEL_APPLICATION> The name of the building authoring tool (BAC) that created a model
<MODEL_TYPE> The IFC Schema (e.g. IFC2X3, IFC2X2_FINAL) of a model
RULESET TASK KEYWORD
KEYWORD DESCRIPTION WHERE TO EDIT
<EXPECTED_RULE_SETS> Rulesets specified as Ruleset Tasks that should be checked and results resolved before running the takeoff.  In the Information Takeoff View, click the Edit Information Takeoff Definition button and add/remove Ruleset Tasks

Close the excel file, and click the Classification_Settings Report button again in the Information Takeoff view.

Click the Create Default button, and save to a new xls file.

Default Template for Building Element Quantities ITO Definition
Default Template for Building Element Quantities ITO Definition

SMC auto-generates an Excel template that includes the General, File, and Ruleset Task keywords formatted as above along with Column Name keywords based on every column name that exists in the Information Takeoff Definition.   If you wish to create an ITO Report Template for one of your own ITO definitions that doesn’t come out of the box, this is the recommended way.

Modify the template however you’d like and save it for your own use as a template.

In the example below, we’ve removed the right-most Color column, modified the column headers, and changed some coloring and fonts.  Notice that though we changed the column headers in the template, the keywords still must match the column names that exist in the ITO Definition.

Modified Building Element Quatities ITO Excel Report Template
Modified Building Element Quatities ITO Excel Report Template

When using this template the resulting report looks as below:

Modified Building Element Quantities Excel Template ITO Report
Modified Building Element Quantities Excel Template ITO Report

This modified template can be found here:

Building Element Quantities_version_2.xls

ITO Report Templates

SMC v9.6 introduces date-based checks

The recently released Solibri Model Checker (SMC) version 9.6 introduces support for “Date” properties.  Rather than plain text, these properties include Month, Day, Year and Time of Day information from IfcDate properties.  This allows components to be classified and visualized based on schedule information, as well as checks to be run against workflow schedules via rulesets. The following article provides details on how to set up the visual display of date properties in the settings of SMC, create date-based schedule classification, and generate Information Takeoffs that group components based on a construction schedule.

Date Unit Settings

SMC allows you to customize the date and time formatting, based on your own localization by clicking File > Settings > Units. For example, in the United States, dates are often formatted as MM/DD/YYYY as seen in the settings below:

File > Settings > Units with Date format set to MM/DD/YYYY
File > Settings > Units with Date format set to MM/DD/YYYY

This results in all date information in SMC being displayed in this format, as seen in the Info View below:

Dates Displayed as MM/DD/YYYY
Dates Displayed as MM/DD/YYYY

In many other countries, dates are formatted as DD/MM/YYYY, which is one of 18 settings that can be chosen from the File > Settings > Units > Date Format dropdown:

File > Settings > Units with Date format set to DD/MM/YYYY
File > Settings > Units with Date format set to DD/MM/YYYY

Through this date format setting, all dates are displayed as DD/MM/YYYY as seen below:

Dates Displayed as DD/MM/YYYY
Dates Displayed as DD/MM/YYYY

Classifications Using Date Information

The Classification View has been enhanced to support Date information in SMC. For more information on Classification in Solibri Model Checker, please follow the link below:

https://solibri.wordpress.com/2015/06/30/creating-classifications-in-smc/

In the Classification Settings, a Use Dates as Classification Names checkbox has been added. When selected, only dates can be used as classification names, and a date picker is provided to ensure a valid date is entered in the Classification View screens.

Date Information in Classification Settings
Date Information in Classification Settings

When creating any classification, SMC will look at a property of a component and based on the value (in this case, the date) generate distinct date classifications for use in SMC.

To begin using date information in a Classification, first ensure the date information is present in the model. In this example, the date information is coming from the WORKFLOW information tab.  Each component in the model should contain this schedule information.

WorkFlow tab displaying Schedule Start and End
WorkFlow tab displaying Schedule Start and End

Switch to the Information Takeoff view to display the Classification window.  From here, we can generate new Classifications using the date information.

Select Classification Settings.  In this example, the Classification is using the property PLANNED_START_E to define the classifications, and the Classification Name will be the same as the value of the property (in this case, the date).

Classification Rules tab showing the PLANNED_START_E property usage
Classification Rules tab showing the PLANNED_START_E property usage
Schedule Classification sorted by PLANNED_START_E date
Schedule Classification sorted by PLANNED_START_E date

If the PLANNED_START_E date changes with new updates of the model, the Schedule Classification will also change to reflect the new dates.

In Classification Settings you can create a date constraint to limit the dates that are classified by double clicking on the PLANNED_START_E column. Below, the constraint has been set to only create a Classification for dates between March 31, 2015, and April 30, 2015.

Date Constraints limit classified components to a specified range of start dates
Date Constraints limit classified components to a specified range of start dates

As a result, the only displayed Classifications listed under Schedule are dates within the specified date range.

Displayed dates are all between March 31, 2015 and April 30, 2015
Displayed dates are all between March 31, 2015 and April 30, 2015

In addition to being a useful tool for managing the model and checking schedule compliance, Schedule Classifications can also be used in an Information Takeoff.  The construction of components can be visualized by selecting rows sorted by construction start date. Other quantity information such as counts of doors or windows, or lengths of beams can be added as columns as well, to provide schedule-based quantity takeoffs.

Example of Information Takeoff results sorted by schedule date
Example of Information Takeoff results sorted by schedule date
SMC v9.6 introduces date-based checks